A number of telecom equipment suppliers sport low valuations following years of seeing very little growth. 5G network rollouts should provide them with a bit of a lift.

Down goes Frazier, and down went Applied Optoelectronics.

HPE was stung by soft cloud server demand, and might cut its losses. Palo Alto is rebounding after a rough start to 2017, and Box and Ciena continue executing well.

Jim Cramer is bearish on propane, optical and sand stocks.

Consumer spending isn't stalled, says Jim Cramer. Consumers are spending, but they're hiding behind Alexa and their smartphones.

The optical networking equipment maker is poised to ride the infrastructure boom.

An optical component boom reveals the changing nature of telecom and IT spending.

Though its earnings report contains some bright spots, Cisco was unable to sidestep the telecom capex issues that have stung many peers. Weak enterprise switching demand also didn't help.

A string of downbeat earnings reports suggests weak telecom capital spending will take a toll on many companies. That includes some optical component high-flyers.

"Inventory reductions, in particular at our storage customers, are impacting our near-term results and guidance," said CEO Matt Murphy.

The new variant may be even more magically delicious.

Twitter is desperate for revenue. It has a $13 billion debt burden, but hasn’t showed a profit for eight of the last 10 years.